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My Portfolio - New Portfolio

PerformancePortfolio Details

Matthew Sparkes-Brown

My Portfolio
Individual Investor
Ranked #91,782 out of 769,002 TipRanks' Investors
Success Rate
77%
43 out of 56
profitable transactions
Average Return
8.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.54%
6-Month Return▲ 18.58%
12-Month Return▲ 30.89%
YTD Return▲ 22.63%
Total Return▲ 31.18%

Best Trade

AssetAbbVie (ABBV)
Opened at
Closed at-
Gain▲ 71.59%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.01%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 0.22%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.18%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.48%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 7.81%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.98%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 0.57%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 1.52%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.01%
▲ 11.46%▲ 5.06%▼ 0.22%
▼ 2.25%▲ 3.53%▼ 0.18%
▲ 25.72%▲ 1.21%▲ 5.48%
▼ 4.22%▲ 2.34%▲ 7.81%
▲ 7.82%▲ 2.10%▲ 2.98%
▲ 5.70%▼ 0.89%▲ 0.57%
▲ 23.63%▲ 3.84%▲ 1.52%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SCHD
Schwab US Dividend Equity ETF
10.64%
▲ 2.83%
3
Buy
Oct 21, 2024
ASML
ASML Holding
9.99%
▼ 6.02%
1
Open
Oct 17, 2024
MO
Altria Group
6.07%
▲ 33.01%
6
Buy
Oct 14, 2024
JEPI
JPMorgan Equity Premium Income ETF
6.66%
▲ 2.68%
4
Buy
Oct 14, 2024
VUSD
Vang S&P 500 Ptg.Shs Exchange Traded Fund USD
15.81%
▲ 4.16%
2
Buy
Oct 01, 2024
GOOGL
Alphabet Class A
6.69%
▲ 5.39%
2
Buy
Oct 01, 2024
O
Realty Income
2.91%
▼ 6.03%
4
Buy
Sep 16, 2024
V
Visa
11.39%
▲ 24.66%
4
Buy
Sep 13, 2024
UPS
United Parcel
3.09%
▲ 4.42%
2
Buy
Sep 13, 2024
SBUX
Starbucks
3.69%
▲ 10.54%
4
Buy
Aug 30, 2024
WSM
Williams-Sonoma
7.3%
▲ 29.26%
2
Buy
Aug 30, 2024
ABBV
AbbVie
3.57%
▲ 17.14%
4
Buy
Aug 23, 2024
AAPL
Apple
―
▲ 55.23%
2
Close
Aug 20, 2024
JNJ
Johnson & Johnson
―
▼ 0.29%
2
Close
Aug 20, 2024
JPM
JPMorgan Chase & Co.
―
▲ 39.75%
2
Close
Aug 20, 2024
SQ
Block
―
▼ 45.33%
3
Close
Aug 20, 2024
PYPL
PayPal Holdings
―
▼ 26.74%
3
Close
Aug 20, 2024
TROW
T Rowe Price
3.43%
▲ 6.44%
2
Buy
Aug 20, 2024
FNF
Fidelity National Financial
4.05%
▲ 6.83%
1
Open
Aug 20, 2024
BAC
Bank of America
4.71%
▲ 19.83%
1
Open
Aug 20, 2024